2023 Form 5500 filing — Bob Mills Furniture Co. LLC 401(K) Psp
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010133620NAL0011509395001) for Bob Mills Furniture Co. LLC 401(K) Psp, reported by Bob Mills Furniture Company LLC under EIN 73-0801143 and plan number 001. It reports 514 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010133620NAL0011509395001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bob Mills Furniture Company LLC
- EIN
- 73-0801143
- Plan number
- 001
- Location
- Oklahoma City, OK
- Participants
- 514
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,566,506
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,566,506
- Employer contributions
- $210,070
- Participant contributions
- $1,177,213
- Total income / additions
- $2,849,509
- Benefits paid
- $935,932
- Administrative expenses
- $52,818
- Total expenses
- $1,016,719
- Net increase / (decrease)
- $1,832,790
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $30,463 | $0 |
| Access Financial Resources Inc | ADVISOR | $22,355 | not reported in the loaded dataset |